Avalara Tax Calculations

Calculate taxes for Autotask invoices

Streamline Your Tax Workflow with Autotask AvaTax

Take complete control over your tax calculations, quoting, and invoice commitments directly within Autotask. The Autotask AvaTax Quoting & Submission Dashboard gives MSPs and IT service providers a single, real-time command center to estimate, process, and commit taxes accurately without ever leaving your workflow.

Key Features & Capabilities

  • Four Powerful Execution Modes in One Place

    • PROCESS Taxes: Automatically process and calculate AvaTax liabilities across active uninvoiced items for tickets, contracts, and projects.
    • QUOTE Taxes: Calculate instant, accurate tax estimates on the fly by entering destination addresses and line items before finalizing an invoice.
    • SUBMIT Taxes: Commit final tax line calculations directly to Avalara for seamless compliance and reporting.
    • RESET Applied Flag: Easily roll back tax calculation flags for specific date ranges or customers when adjustments are required.
  • Flexible & Dynamic Filtering

    • Filter tax processing criteria dynamically by Territory, Contract Category, Billing Item Type, Contract Type, and date ranges.
    • Save custom selection combinations instantly with the "Set All Default Criteria" workflow, tailoring execution profiles to your company's operational needs.
  • Smart Address & Line-Item Quoting

    • Automatically populate customer destination addresses or enter custom locations for precise sales tax lookups.
    • Estimate taxes on products, recurring services, and custom line items in real time.
  • Live Multi-Company Batch Execution & Visual Feedback

    • Process single or multiple Autotask companies simultaneously with real-time SignalR progress bars.
    • Receive clear visual alerts for any company items that fail calculation or require review before committing.
  • Custom Invoice Tax Dates & Detailed Reporting

    • Choose exact invoice tax dates (Today, Last Item Date, Last Posted Date, End of Date Range, or a Specified Date).
    • Toggle between high-level summary totals and itemized tax breakdowns, with one-click export to your clipboard.

BADGE Sales Tax Calculation

Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculations using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, ensuring your transaction tax is calculated based on the most current tax rules.

Datto's Autotask PSA is a cloud-based Professional Services Automation platform built specifically for managed service providers and IT professionals to centralize and run their entire business operations. By streamlining workflows, automating routine administrative tasks, and providing real-time data visibility via interactive dashboards, the platform helps IT service teams reduce manual effort, eliminate fragmented tools, and scale their service delivery efficiently.